by Marilou Davido | Jan 4, 2024 | Announcements
As we approach the start of a new year, it’s customary to reflect on the past twelve months and give thanks for many things in our lives, and for all that we’ve achieved, both personally and professionally. Below are some of WFA’s highlights. WFA continues to expand...
by Marilou Davido | Dec 20, 2023 | Announcements
WFA Asset Management Corporation is excited to announce that Senior Tax Adviser, Jake Janicek, has received his Series 65 Securities License and can service clients as an Investment Adviser Representative. As an IAR, Jake’s current role as the lead of our tax...
by Marilou Davido | Dec 5, 2023 | Announcements
This holiday season, WFA staff members hit the aisles and filled their carts in hopes of spreading the magic of Christmas a little bit further this year. We are thankful to those who donated to the U.S. Marine Corps Reserve Toys for Tots Program and look forward to...
by Marilou Davido | Nov 20, 2023 | Resources
Trusts come in many different forms and serve many different purposes. For families who have a special needs beneficiary, it is important to consider the use of a special needs trust within the estate plan. A special needs trust, sometimes called supplemental needs...
by Marilou Davido | Nov 19, 2023 | Resources
Divorce can be a stressful and traumatic time in anyone’s life. Dealing with insurance decisions is way down the list of fun things to do, but understanding insurance requirements, responsibilities and some creative planning can prove to be invaluable both pre-and...
